What are the responsibilities and job description for the Financial Advisor position at The Well?
Financial Advisor
Compensation: $90,000–$120,000 performance-based incentives full benefits 4-day work week
We're hiring a Financial Advisor on behalf of our client—a growing, independent wealth management firm (RIA) based in Central New York, with a brand-new location opening in the Rochester area this fall. They are looking for people living near Rochester OR Utica.
This firm takes a genuinely holistic, relationship-first approach to planning—no cookie-cutter intake forms or 60-page computer-generated plans. Just real conversations about what clients need today and where they want to be down the road, backed by deep expertise in estate, retirement, and special needs planning. The team is small, tight-knit, and growing fast, and this hire will play a key role in what comes next.
Why this role?
- Step in as a trusted second advisor to the founder, taking ownership of relationships across a well-established, multi-generational book of business
- Room to build and grow your own book with the support of an established brand, an efficient team, and room to run
- Genuine long-term opportunity—this is a succession-minded practice looking for someone who wants a seat at the table for the long haul
- A brand-new office launching in the Rochester, NY area this fall, with room to grow alongside it
- A collaborative team including in-house portfolio management and dedicated planning support—so you can focus on clients, not overhead
- A culture built around quality of life: 4-day work weeks, unlimited PTO, and a leader who genuinely means it
What you bring:
- 8–10 years of experience as a financial advisor, with a track record of strong client relationships
- Comfortable operating in a fee-only RIA model—no broker-dealer registrations required
- Series 65 (or equivalent) preferred; if you don't have it yet, this firm will help you get there
- A warm, conversational style that connects with clients from every walk of life and net worth
- A demonstrated history of community involvement and giving back
- A genuine connection to Central New York or the Rochester area (for relocating candidate)
What we offer:
- $90,000–$120,000 base plus performance-based incentive potential
- Full benefits package, including health coverage and a 401(k) with match
- 4-day work weeks and unlimited PTO
- Cell phone stipend and a team that values getting the job done over hours logged
- A real, long-term growth path—including future ownership potential for the right fit
Sound like you? Let's talk.
Salary : $90,000 - $120,000